Plan Ledger DOL Form 5500 · updated monthly

Walters, Balido, & Crain L.L.L.P.benefits

Walters, Balido, & Crain L.L.L.P. Wrap Plan · DALLAS, TX · plan year 2025

Broker compensation reported · 2025
$32,848

Walters, Balido, & Crain L.L.L.P.'s benefits plans covered 207 active participants in 2025, providing health · life · dental · vision · long-term disability · other. Insurance premiums totaled $85,473. Insurance brokers and agents were paid $32,848 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 38.4% of premiums. That is $159 per covered person, below the median for employer plans that report broker pay. Broker pay fell 10% from $36,587 in 2024.

Insurance contracts · 20255
NORTHWESTERN MUTUAL · ltd$85K · 210 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · dentalpremiums n/a · 137 covered
UNITEDHEALTHCARE INSURANCE COMPANY · lifepremiums n/a · 211 covered
CONTINENTAL AMERICAN INSURANCE COMPANYpremiums n/a · 70 covered
NEW BENEFITS LTDpremiums n/a · 203 covered
Brokers & agents paid · 20257
TOM WEILERT$6,078 · incl $1,223 fees
KERI NORTON$4,109
KIMBERLY KAY NIXON$2,714
LINDA ANNE LECIEJEWSKI$1,902
CRUSE FNCL GROUP INC$1,088 · incl $117 fees
3 individual agents · names withheld$1,099

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Higginbotham Insurance Agency, Inc5
Barcel USA, LLC TX$209,461
Lee & Associates CA$201,258

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 611497895 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.